Paraplanner

Adecco Durham is currently recruiting for new and exciting Paraplanner position based in County Durham. This is a full time permanent role with a salary £25,000- £28,000 depending upon experience. Job role:*Preparation of Suitability/Reason Why letters/reports and recommendations*SIPP and Private Portfolio Reviews*Product and Fund research*Obtaining Illustrations, fund fact sheets and all related Compliance documentation*Packaging letters for clients, including all necessary application documentation*Attending client meetings and preparing meeting notes when requested to do so*Maintenance of Adviser Office diary and INVU Document Management Systems*Assisting with the preparation and maintenance of the standard letter templates & appendices used by the Company*Other duties as required and requested to ensure the smooth running of the company as a whole

Skills:*The ideal candidate will have full working knowledge of the main Financial Services Products including Life, Personal Pensions and Investments*The ideal candidate must be willing to develop knowledge, specifically with regard to completing the CII Diploma in Financial PlanningIT Knowledge/Skills:*Adviser Office*The Exchange*Financial Express*NVU Document Management*Analytics*Microsoft Office

Adecco are an equal opportunities employer.

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.